Zen and the art of bicycle finance

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High stakes: the US takes on China-tech

21.05.2019

The latest moves against Huawei could escalate the tech dispute between the US and China. Greg Kuhnert, Co-Head of 4Factor and analyst Anton du Plooy assess the potential impacts on global supply chains and tech businesses worldwide.
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The ascendance of Chinese equities

It is only a matter of time before china merits its own allocation distinct from global emerging markets, says investment director Nidhi Mahurkar. She believes active management is crucial.
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Why China now?

12.04.2019

Co-portfolio manager, Wenchang Ma, believes it’s time to change the conversation when it comes to China.
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Four questions answered on MSCI’s quadrupling of China A-Share inclusion

28.02.2019

Why might a sharp increase in China A-share weighting represent a milestone in the evolution of China’s domestic equity capital markets?
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Five investment themes for the Year of the Pig

04.02.2019

Chinese New Year arrives on 5 February. After getting severely mauled in the Year of the Dog, what are the investment themes we’re rooting out for in the Year of the Pig?
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Michael Power: Money Life Interview

11.01.2019

In this interview Michael Power explains his expectations for a 'rollicking' market in the first half of 2019.
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Inclusion and transformation in 2019

11.01.2019

The Year of the Dog, proved volatile so far, but we believe the long-term investment case remains sound.
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Chinese New Year: Five investment themes for the ‘Year of the Dog’

28.11.2018

Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year?
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Citiwire Selector: Star Manager Stats – Greg Kuhnert

12.06.2018

The Chinese A-share
market is an untapped
treasure trove, says
Greg Kuhnert. The
manager of Investec’s
All China Equity fund
talks to Margaryta
Kirakosian about how
he uncovers long-term
gems from both the old
and new economy
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Corporate governance, advocacy and engagement in China: winds of change

30.04.2018

Corporate governance has improved since the early days of the Chinese stock market in the 1990s. It has been modernised, in terms of both the legal and regulatory frameworks, in line with its increasingly open markets.
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The Zen Series

26.03.2018

China is in the midst of a bicycle bubble. This Chinese bicycle bubble is now spilling over into the rest of the world. It appears to us that this bubble can tell us a lot about how China is changing internally, and how it is changing the world.
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Why China now? An underappreciated opportunity

22.03.2018

The bottom-up
fundamentals of
Chinese companies
are improving and
valuations still look
attractive relative
to history
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We believe the Chinese market offers good long-term investment opportunities, across both the ‘new’ and the ‘old’ economy.
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Interview: Stock Connect turns three

17.11.2017

Wenchang Ma, Assistant Portfolio Manager, Investec All China Equity Strategy, answers questions about the relevance of Stock Connect for international investors into China and the broader investment case for China.
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